89 FIRST STREET
Mark is a Regional Director with Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of comprehensive financial planning and investment services.
Mark has over 17 years of industry experience specializing in helping people identify and track their progress towards reaching personal financial goals. His services today focus on retirement planning, investment management, risk management and estate planning for high-net-worth individuals and families as well as single, divorced and widowed women. Mark’s mission is to partner with our clients to create and deliver the best, objective, independent recommendations for their financial success.
Mark’s process for helping clients is distinctly personalized. He begins by learning as much as he can about his clients – which enable him to take into consideration their age, health, financial needs, tolerance for risk, goals, pre- and post-retirement lifestyles, and other factors before making recommendations. His process results in strategies customized for each client’s unique situation.
Mark’s ability to help clients stems not only from his extensive experience, but also from a wealth of education. He graduated from the University of Akron with a Bachelor of Science in Personal Finance. He has also earned the prestigious designation of Certified Financial Planner™ professional. Earning this designation required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial planning issues. Keeping the designations demands adhering to a strict code of ethics and maintaining a vigorous program of continuing education.
In addition to experience and training, Mark brings to clients his status as an independent wealth advisor – which means he is not pressured by anyone to sell certain financial products or meet sales quotas. He is free to search the marketplace and recommend financial programs that are driven strictly by his clients’ needs and best interests. Dealing with him, clients receive a full, objective, well-thought-out financial plan, not a sales pitch.
Mark believes in the community where he lives and works. He has shared his time and expertise by sitting on a number of charitable boards throughout the Cleveland area. He has served for over a decade on the Board of Deacons at Christ Community Chapel in Hudson and served on several other charitable boards, including the Habitat for Humanity. He is also proud to be partnered with Dave Ramsey as a SmartVestor Pro, helping fans of Dave Ramsey to invest their assets in accordance with the Biblical principals that Dave teaches.
Mark, and his wife, Danielle, have been married for over 15 years and have two beautiful daughters, Isabella and Gabrielle. They enjoy spending family time together, especially when they are serving others.